Many companies allocate funds for particular projects. Set up budgets for projects requiring a predetermined value to more accurately break down and track the various project costs. Set up budget codes to relate to different projects.
If you have set the PROJTRCK installation parameter to ON, Datastream 7i displays the Sub account, Cost area, Cost center, and Code of accounts fields to enable you to maintain more detailed budget tracking information for projects. If you have set the PROJTRCK installation parameter to OFF, Datastream 7i does not display the Sub account, Cost area, Cost center, and Code of accounts fields.
The Sub account, Cost area, Cost center, and Code of accounts fields are linked to entities for which you must define sub accounts, cost areas, cost codes, and codes of accounts as user codes based on your project budget tracking preferences on the Entities form (BNENTS).
Follow these steps to define project budget codes.
Open the Project budget codes form (JNPRBU).
Project budget—Enter a unique code identifying the project budget.
Description—Enter a description of the project budget.
Class—Click to select the class of the budget. The classes shown belong to the PBUD entity.
Sub account—Click to select the sub account of the budget. The sub accounts shown belong to the PRSA entity.
Cost area—Click to select the cost area of the budget. The cost areas shown belong to the PRCA entity.
Cost center—Click to select the cost center of the budget. The cost centers shown belong to the PRCC entity.
Code of accounts—Click to select the code of accounts for the budget. The codes of accounts shown belong to the PCOA entity.
Default—Select to indicate whether to copy this budget code to the list of budgets displayed when setting up your project.
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Select Default if you have selected to link default budget codes to your project, and you anticipate associating this budget code with the majority of your projects. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.